思爱普SAP AG（SAP）2025年第四季度及全年业绩报告「NYSE」（英文版）（28页）.pdf

1、 1/28 Quarterly Statement Q4 2025 SAP meets revenue and exceeds non-IFRS operating profit and free cash flow outlook for FY2025 Total cloud backlog up 22%and up 30%at constant currencies Current cloud backlog up 16%and up 25%at constant currencies Cloud revenue up 23%and up 26%at constant currencies

2、 in FY2025 Cloud ERP Suite revenue up 28%and up 32%at constant currencies in FY2025 Total revenue up 8%and up 11%at constant currencies in FY2025 IFRS operating profit up 111%,non-IFRS operating profit up 28%and up 31%at constant currencies in FY2025 SAP announces a new,two-year share repurchase pro

3、gram with a volume of up to 10 billion FY 2025|in millions,unless otherwise stated Cloud ERP Suite revenueCloud revenueCloud&Software revenueTotal revenueCurrent cloud backlog18,11921,02332,53836,80021,052+28%(+32%cc)+23%(+26%cc)+9%(+12%cc)+8%(+11%cc)+16%(+25%cc)Operatingcash flowEarnings per Share(

4、in)Operating profitGross profit(Gross margin)Cloud gross profit(Cloud gross margin)9,156+76%dilutedIFRS basicIFRSIFRSIFRS6.246.289,83026,942(73.2%)15,607(74.2%)Free cash flow+135%+135%+111%+8%+25%Non-IFRS basicNon-IFRSNon-IFRSNon-IFRS8,2396.1510,41927,145(73.8%)15,757(75.0%)+95%+36%+28%(+31%cc)+9%(+

5、11%cc)+25%(+29%cc)Quarterly Statement Q4 2025 2/28 Quarterly Statement Q4 2025 Walldorf,Germany January 29,2026 SAP SE(NYSE:SAP)announced today its financial results for the fourth quarter and fiscal year ended December 31,2025.Christian Klein,CEO:Q4 was a strong cloud quarter,with bookings resultin

6、g in 30%Total Cloud Backlog growth to a record 77 billion Euros.The significant Current Cloud Backlog growth in Q4 has laid a strong foundation for accelerating Total Revenue growth through 2027.SAP Business AI has become a main driver for growth as it was included in two thirds of our Q4 cloud orde